MARKET STREET WEALTH MANAGEMENT

RIASEC RegisteredEst. 2015

Total AUM

$837M

Discretionary

$837M

100% of AUM

Avg account

$308K

Accounts

2,717

Employees

Advisory reps

Firm details

Headquarters: WEST CHESTER, Pennsylvania
CRD number: 155157
Registered since: March 27, 2015
Website: www.marketstreetwealth.net
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI59.58%
Individuals40.27%
Charitable Organizations0.14%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Market Street Wealth Management is an independent registered investment adviser formed as an LLC in 2015 that serves individual and family clients. The firm functions as a capital allocator—building portfolios for clients using a mix of public funds, separately managed accounts and third‑party alternative managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, and it coordinates closely with accountants and insurance companies when needed. Investment approach centers on mutual funds and model-driven strategies held at a single custodian platform. The firm offers fee flexibility—percentage of AUM, hourly and fixed fees—so it can tailor billing to wealth management, planning engagements or project work. Market Street is not positioned as an active ESG investor and it reports using both discretionary portfolio authority and selection of external managers to access specialized strategies.